en:addons:comissionsco

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en:addons:comissionsco [2025/09/22 16:43] – [Settings] ics02en:addons:comissionsco [2026/06/03 15:33] (Version actuelle) – [COMMISSIONSCO: Sales commissions * *] ics02
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-====== COMMISSIONSCO: Sales commissions * * ====== +====== COMMISSIONSCO: Sales commissions ====== 
-FIXME MIGRATION TO A1 FORMAT IN PROGRESS.+
  
 ===== Overview ===== ===== Overview =====
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 If the **Copy sender** box is checked, a copy of the email will be sent as a BCC to the sender (the logged-in user). If the **Copy sender** box is checked, a copy of the email will be sent as a BCC to the sender (the logged-in user).
  
 +==== Commission rate settings ====
 +The **Set commission rates** button opens the screen below.
 +
 +{{:en:addons:comco_02_en.png?direct&800|}}
 +
 +The upper part of this screen shows the users (not archived) declared in Gestan, and the lower part shows the conditions attached to them.
 +
 +The **Print** button prints the commission sheet for the selected user.
 +
 +{{ :en:addons:etat_cco2_fichecomm_en.pdf |CCO2 report - Commission sheet}}
 +
 +The context menus for both tables allow you to duplicate a set of rules or a specific rule.
 +
 +{{:en:addons:comco_03_en.png?nolink|}}
 +
 +You can define commission conditions:
 +  * on a contact
 +  * on a product
 +  * on a product sub-family (if managed)
 +  * on a product family
 +
 +Commissions are applied in the order of priority above: if the commission rules provide for a percentage for the contact, the product, the sub-family, and the family for the same sale, the contact's percentage will apply.
 +
 +Si deux règles de commissionnement sont contradictoires, par exemple un taux X pour un client et un taux Y pour le même client, c'est la première lue qui va s'appliquer.
 +
 +Pour chaque règle de commissionnement, il est possible de préciser par le **type de calcul** si le calcul doit être effectué selon le montant des ventes réalisées, ou selon les quantités vendues.
 +
 +Le **Libellé** de la règle est facultatif, il permet d'identifier la règle appliquée pour le calcul de la commission.
 +
 +Il est possible de définir jusqu'à 12 couples de **Taux** de commissionnement et de **borne max**imales.
 +
 +=== Exemples ===
 +
 +== En mode de calcul par tranches ==
 +
 +{{:en:addons:comco_04_en.png?nolink|}}
 +
 +Ici, le commercial va toucher une commission de vente pour tous les produits vendus à la pharmacie Latérale.
 +  * sur le chiffre d'affaire entre 0 et 1000 (euros), il touchera 10%
 +  * sur le chiffre d'affaire entre 1000 et 2000 (euros), il touchera 8%
 +  * au delà, il ne touchera rien du tout (dernier couple : 0% sur borne max 0)
 +
 +{{:en:addons:comco_05_en.png?nolink|}}
 +
 +Here, the sales representative will receive a sales commission for all products in the catalogue.
 +* On turnover between 0 and 1,000 (euros), they will receive 5%.
 +* On turnover between 1,000 and 2,000 (euros), they will receive 4%.
 +  * Above that, they will receive 3% (last pair: 3% on maximum threshold 0)
 +
 +:INFO: In the example above, the rule applies to all sales.
 +
 +{{:en:addons:comco_09_en.png?nolink|}}
 +
 +In the example above, the sales representative will receive 12% on the entire catalogue, from the first (euro) or the first (kilo) sold.
 +
 +== Calculation mode based on the maximum bracket ==
 +
 +{{:en:addons:comco_10_en.png?nolink|}}
 +
 +Here:
 +  * if the salesperson achieves 800, they will receive 800 * 10%
 +  * if they achieve 1700, they will receive 1700 * 12%
 +  * if they achieve 3000, they will receive 3000 * 18%
 +
 +===== How it works =====
 +
 +//**Access:** Accounting->Receipts and Disbursement->Sales commissions//
 +
 +{{:en:addons:comco_06_en.png?direct&800|}}
 +
 +The screen displays the list of users (not archived) registered in Gestan. Initially, the **Commissions** column is set to zero, with a blue background.
 +
 +The **period** selector allows you to specify the period for which commissions are to be calculated.
 +
 +{{:en:addons:comco_07_en.png?direct&800|}}
 +
 +The **Calculate** button starts the calculation and fills in the **Commissions** column with the amount of commissions for the period. 
 +
 +<bootnote>
 +Commissions are calculated based on invoices with the status ‘transmitted’, ‘pending’ or ‘paid’ whose date falls within the selected date range, as well as based on credit notes with the status “transmitted” or ‘pending’.
 +</bootnote>
 +
 +The **Print** button launches the commission statement for the period, with or without the corresponding invoice statement, depending on the extension settings. The table's context menu allows you to print it for a single user.
 +
 +{{ :en:addons:etat_cco1_bordereau_en.pdf |CCO1 Report - Commission Statement}}
 +
 +The **Detail** button (or double-clicking on the table after calculation) displays the details of the items taken into account and mentions the commission rule that has been applied.
 +
 +The **Send** button allows you to send the commission status for the period by email (with or without the corresponding invoice statement, depending on the extension settings), as an attachment to the email template selected in the settings, for all those whose **S** box is checked, if the commission amount is greater than zero. In the case of a period without commission, a standard email indicating the absence of commission for the period can be sent if it has been configured. The table's context menu allows you to send it individually.
 +
 +{{:en:addons:comco_08_en.png?direct&800|}}
 +
 +The detail screen specifies the rule (and, if it has been entered, the label that identifies it) applied for calculating the commission.
 +
 +The **Send** button allows you to send the commission status for the period by email (with or without the corresponding invoice statement, depending on the extension settings), as an attachment to the email template selected in the settings, for all those whose **S** box is checked, if the commission amount is greater than zero. In the case of a period without commission, a standard email indicating the absence of commission for the period can be sent if it has been configured. The table's context menu allows you to send it individually.
 +
 +{{:en:addons:comco_08.png?direct&800|}}
 +
 +The detail screen specifies the rule (and, if it has been entered, the label that identifies it) applied for calculating the commission.
 +
 +
 +===== Versions =====
 +
 +^Version^Date^Description^
 +| 3.A1.01.01 | 25/09/25 | Migration to A1 format |
 +| 3.15.40.03 | 05/07/23 | Addition of a condition for taking into account invoices with settled status |
 +| 3.15.40.02 | 09/05/23 | Licence availability |
 +| 3.15.40.01 | 09/02/23 | Gestan 15.40 compliance |
 +| 3.15.40.00 | 07/02/23 | Added check for presence of PDF file before sending email |
 +| 3.15.39.14 | 30/11/22 | Added transmission of slips by email |
 +| 3.15.39.10 | 19/11/22 | Added calculation method based on maximum bracket + consideration of discounts |
 +| 3.15.39.05 | 18/11/22 | Added commission sheet + commission slip + improved calculation |
 +| 3.15.39.01 | 17/11/22 | Option to exclude family types + general commission slip report + consideration of composite products + consideration of credit notes |
 +| 3.15.39.00 | 12/11/22 | First version |
 +
 +-----------------
 +{{:wiki:tags:voir_aussi.gif?nolink |}}**Other ‘Extensions’ articles**
  
 +<nspages en:addons -nbCol=2 -textPages="" -h1 -r -simpleLineBreak >
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